News and views

We’re delighted to share a recent podcast featuring Worthstone’s Founder Gavin Francis, on Foster Denovo Talks, sharing a direct, honest and unreserved dialogue on sustainable investing. Committed investors demand remains unbowed whilst some advisers continue to debate the levels of client interest out there. This discussion offers timely insights into why sustainable investing is attractive to certain individuals — and how advisers can structure conversations to explore client interest in practice. What else […]

Is this the Kodak Moment for Financial Advisers? In 1996, Kodak was a giant. $16 billion in revenue. $2.5 billion in profit. Patents on the digital camera that would change everything. Yet by 2012, it was bankrupt. Not because it missed the future, but because it failed to move with it. They had the future […]

It’s not just about wealth. It’s about what it’s for. If you’re a financial adviser, you know this already. Clients come to you for more than forecasts. They come for confidence. Clarity. Trust. But trust is shifting. And so is the money. Unless you take sustainable investing seriously, the next generation won’t just look elsewhere—they’ll […]

Do you have exposure to Modern Day Slavery? A sobering question we were recently asked by a large asset manager client conducting due diligence on their supply chain (including us). But we’re a B Corp – that’s against everything we stand for – ‘no chance’ – was my immediate response. So prove it – what […]

We’re delighted to announce new functionality on the Worthstone Portal to enable subscribers to filter and report by Sustainability Disclosure Requirements (SDR) investment labels is live now!  This progressive and dynamic feature will help keep your market knowledge current as a predicted torrent of funds adopt SDR labels. The new filter tool provides subscribers a fast-track to identify the funds which have met the highest standards of […]

The Anti-Greenwashing Rule is a core component of the FCA’s Sustainability Disclosure Requirements (SDR) – alongside the new labels and disclosures. The UK’s flagship scheme is set to raise the bar on other ESG regulatory regimes, like Europe’s SFDR, aiming to reinforce trust amongst retail investors by ensuring financial products marketed as sustainable do as […]